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Swan Capital’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Swan Capital’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2M Buy
422,205
+39,842
+10% +$2M 7.26% 4
2026
Q1 		$19.1M Buy
382,363
+122,258
+47% +$6.08M 7.02% 4
2025
Q4 		$12.9M Buy
260,105
+32,371
+14% +$1.62M 5% 5
2025
Q3 		$11.5M Buy
227,734
+95,752
+73% +$4.82M 4.67% 5
2025
Q2 		$6.63M Sell
131,982
-124,014
-48% -$6.19M 2.88% 14
2025
Q1 		$12.8M Sell
255,996
-19,979
-7% -$981K 5.9% 6
2024
Q4 		$13.4M Buy
275,975
+51,177
+23% +$2.5M 6.52% 5
2024
Q3 		$11.1M Buy
224,798
+105,829
+89% +$5.15M 5.45% 8
2024
Q2 		$5.77M Buy
118,969
+82,920
+230% +$3.99M 3.15% 17
2024
Q1 		$1.73M Buy
36,049
+6,868
+24% +$327K 0.98% 20
2023
Q4 		$1.39M Buy
29,181
+6,465
+28% +$306K 0.87% 20
2023
Q3 		$1.07M Buy
+22,716
New +$1.07M 0.86% 16
2023
Q1 		$756K Buy
+15,819
New +$745K 0.73% 14

Other funds holding VTIP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Swan Capital's VTIP Position: Q2 2026 in Review

Swan Capital increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, buying an estimated $2M and bringing the position to 422,205 shares worth $21.2M. The position accounts for 7.26% of the portfolio, ranked #4.

Swan Capital first reported a position in VTIP in Q1 2023 and has held it in 13 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

  • Swan Capital held 422,205 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $21.2M as of Q2 2026.
  • Swan Capital bought 39,842 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $2M.
  • Vanguard Short-Term Inflation-Protected Securities Index Fund made up 7.26% of Swan Capital's portfolio in Q2 2026, its #4 holding.
  • Swan Capital first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and has held it in 13 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.